Filed January 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,420 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,569 | $101,672+21.5% | $147,117-16.0% | $74,478+65.9% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 16.28% | 8757.83%-8741.5pp | 420.54%-404.3pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $4,209 | $3,813+10.4% | $4,932-14.7% | $2,626+60.3% |
| Participant deferral / active EE | $13,746 | $7,305+88.2% | $8,065+70.5% | $4,350+216.0% |
| Admin fee / account holder | $40 | $1,753-97.7% | $12,993-99.7% | $1,946-97.9% |